Wells Fargo analyst Jennifer Fritzsche resumed coverage of Altice USA with an Outperform rating and $35 price target. Despite its smaller scale versus its two primary cable peers, Altice has a "unique" fiber-to-the-home strategy and it maintains the leading EBITDA margins and lowest capital intensity ratio of its peers, contends Fritzsche. The analyst resumed coverage of the cable multiple system operator sector with an Overweight rating. Cable is best positioned in the near-term to capitalize on customer demand for bandwidth and speed with the broadband pipe, with a significant advantage versus telcos in terms of network speed, Fritzsche tells investors in a research note.